Tweedy, Browne Co LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Tweedy, Browne Co LLC reported 43 stock positions worth $1.5 billion. Its top holding was Berkshire Hathaway Class A (BRK.A) at 13.1% of the portfolio, followed by CNH Industrial (CNH, 11.2%) and Johnson & Johnson (JNJ, 10.5%). Compared with Q3 2024, it reduced 40. The biggest sale was Berkshire Hathaway Class A (BRK.A, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- Stamford, CT
- CIK
- 0000732905
- Portfolio Value
- $1.5B (Q4 2024)
- SEC Filing
- 0000950123-25-001787 ↗ filed Feb 12, 2025
Holdings Value
Holdings 43 stocks · $1.5B
| BRK.A Berkshire Hathaway Inc. Class A | 13.08% | 285 | $194.1M | Reduce -49.5% |
| CNH CNH Industrial NV | 11.18% | 14,634,939 | $165.8M | Reduce -4.6% |
| JNJ Johnson & Johnson | 10.53% | 1,080,471 | $156.3M | Reduce -4.1% |
| GOOGL Alphabet Inc. Class A | 9.40% | 736,815 | $139.5M | Reduce -56.7% |
| FMC FMC Corp. | 9.38% | 2,862,055 | $139.1M | Reduce -8.4% |
| IONS Ionis Pharmaceuticals Inc. | 7.66% | 3,248,863 | $113.6M | Reduce -6.0% |
| KOF Coca-Cola Femsa Sab-SP ADR | 6.98% | 1,329,940 | $103.6M | Reduce -4.0% |
| WFC Wells Fargo & Co. | 3.21% | 677,364 | $47.6M | Reduce -20.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.07% | 100,415 | $45.5M | Reduce -28.7% |
| ALV Autoliv Inc. | 2.81% | 444,159 | $41.7M | Reduce -5.8% |
| FDX FedEx Corp. | 2.25% | 118,859 | $33.4M | Reduce -24.4% |
| UHAL.B U-Haul Holding Co.-Non Voting | 2.11% | 489,431 | $31.3M | Reduce -18.2% |
| NVST Envista Holdings Corp. | 1.99% | 1,528,831 | $29.5M | Reduce -19.0% |
| TFC Truist Financial Corp. | 1.86% | 636,823 | $27.6M | Reduce -16.3% |
| AXP American Express Co. | 1.79% | 89,548 | $26.6M | Reduce -10.5% |
| AZO AutoZone Inc. | 1.66% | 7,696 | $24.6M | Reduce -30.2% |
| SEE Sealed Air Corp. | 1.29% | 564,481 | $19.1M | Reduce -26.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.27% | 429,853 | $18.9M | Reduce -15.1% |
| DEO Diageo PLC-Sponsored ADR | 1.19% | 138,420 | $17.6M | Reduce -0.7% |
| VRTX Vertex Pharmaceuticals Inc. | 1.10% | 40,631 | $16.4M | Reduce -24.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.81% | 156,883 | $12.1M | Reduce -40.5% |
| USB US Bancorp | 0.75% | 231,179 | $11.1M | Reduce -6.6% |
| NVS Novartis AG-Sponsored ADR | 0.55% | 83,141 | $8.1M | Reduce -2.6% |
| TTE Totalenergies SE -Spon ADR | 0.52% | 142,229 | $7.8M | Reduce -1.8% |
| KVUE Kenvue Inc. | 0.51% | 356,796 | $7.6M | Reduce -6.9% |
| ATMU Atmus Filtration Technologie | 0.35% | 131,732 | $5.2M | No change |
| UNP Union Pacific Corp. | 0.34% | 21,965 | $5.0M | Reduce -48.8% |
| EPD Enterprise Products Partners | 0.29% | 136,295 | $4.3M | No change |
| UL Unilever PLC | 0.26% | 68,803 | $3.9M | Reduce -2.1% |
| GL Globe Life Inc. | 0.25% | 33,234 | $3.7M | Reduce -6.4% |
| CSCO Cisco Systems Inc. | 0.24% | 59,943 | $3.5M | Reduce -71.5% |
| PGR Progressive Corp. | 0.24% | 14,586 | $3.5M | Reduce -30.2% |
| GSK GSK PLC-Spon ADR | 0.21% | 93,816 | $3.2M | Reduce -13.2% |
| GOOG Alphabet Inc. Class C | 0.19% | 14,665 | $2.8M | Reduce -73.1% |
| COP Conocophillips | 0.16% | 24,007 | $2.4M | Reduce -10.2% |
| PSX Phillips 66 | 0.10% | 13,471 | $1.5M | Reduce -55.4% |
| EMR Emerson Electric Co. | 0.09% | 10,608 | $1.3M | Reduce -11.3% |
| CMCSA Comcast Corp. Class A | 0.09% | 34,578 | $1.3M | Reduce -2.5% |
| CNXC Concentrix Corp. | 0.08% | 28,207 | $1.2M | Reduce -82.8% |
| VZ Verizon Communications Inc. | 0.06% | 24,034 | $961K | Reduce -11.0% |
| HLN Haleon PLC-ADR | 0.06% | 85,509 | $816K | Reduce -8.6% |
| BABA Alibaba Group Holding-SP ADR | 0.03% | 4,645 | $394K | Reduce -64.1% |
| BAX Baxter International Inc. | 0.02% | 9,861 | $288K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -49.5% | 13.08% | −5.50 |
| GOOGL Alphabet Inc. Class A | Reduce -56.7% | 9.40% | −4.05 |
| FMC FMC Corp. | Reduce -8.4% | 9.38% | −0.45 |
| CNXC Concentrix Corp. | Reduce -82.8% | 0.08% | −0.32 |
| CSCO Cisco Systems Inc. | Reduce -71.5% | 0.24% | −0.29 |
| GOOG Alphabet Inc. Class C | Reduce -73.1% | 0.19% | −0.25 |
| UNP Union Pacific Corp. | Reduce -48.8% | 0.34% | −0.17 |
| BNY Bank of New York Mellon Corp. | Reduce -40.5% | 0.81% | −0.09 |
| PSX Phillips 66 | Reduce -55.4% | 0.10% | −0.09 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -24.2% | 1.10% | −0.09 |
| BABA Alibaba Group Holding-SP ADR | Reduce -64.1% | 0.03% | −0.04 |
| SEE Sealed Air Corp. | Reduce -26.3% | 1.29% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -28.7% | 3.07% | −0.02 |
| PGR Progressive Corp. | Reduce -30.2% | 0.24% | −0.02 |
| GSK GSK PLC-Spon ADR | Reduce -13.2% | 0.21% | +0.00 |
| AZO AutoZone Inc. | Reduce -30.2% | 1.66% | +0.01 |
| VZ Verizon Communications Inc. | Reduce -11.0% | 0.06% | +0.01 |
| HLN Haleon PLC-ADR | Reduce -8.6% | 0.06% | +0.01 |
| CMCSA Comcast Corp. Class A | Reduce -2.5% | 0.09% | +0.02 |
| EMR Emerson Electric Co. | Reduce -11.3% | 0.09% | +0.03 |
| COP Conocophillips | Reduce -10.2% | 0.16% | +0.03 |
| UL Unilever PLC | Reduce -2.1% | 0.26% | +0.05 |
| UHAL.B U-Haul Holding Co.-Non Voting | Reduce -18.2% | 2.11% | +0.06 |
| GL Globe Life Inc. | Reduce -6.4% | 0.25% | +0.07 |
| TTE Totalenergies SE -Spon ADR | Reduce -1.8% | 0.52% | +0.08 |
| NVS Novartis AG-Sponsored ADR | Reduce -2.6% | 0.55% | +0.08 |
| KVUE Kenvue Inc. | Reduce -6.9% | 0.51% | +0.09 |
| FDX FedEx Corp. | Reduce -24.4% | 2.25% | +0.20 |
| USB US Bancorp | Reduce -6.6% | 0.75% | +0.21 |
| NVST Envista Holdings Corp. | Reduce -19.0% | 1.99% | +0.21 |
| DEO Diageo PLC-Sponsored ADR | Reduce -0.7% | 1.19% | +0.25 |
| TFC Truist Financial Corp. | Reduce -16.3% | 1.86% | +0.31 |
| BAC Bank of America Corp. | Reduce -15.1% | 1.27% | +0.32 |
| AXP American Express Co. | Reduce -10.5% | 1.79% | +0.50 |
| ALV Autoliv Inc. | Reduce -5.8% | 2.81% | +0.71 |
| WFC Wells Fargo & Co. | Reduce -20.7% | 3.21% | +0.91 |
| IONS Ionis Pharmaceuticals Inc. | Reduce -6.0% | 7.66% | +1.06 |
| KOF Coca-Cola Femsa Sab-SP ADR | Reduce -4.0% | 6.98% | +1.12 |
| JNJ Johnson & Johnson | Reduce -4.1% | 10.53% | +1.83 |
| CNH CNH Industrial NV | Reduce -4.6% | 11.18% | +3.06 |
Portfolio Buys Q3 2024 → Q4 2024
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 91 | $1.3B | CNH, IONS, KOF, BRK.A, JNJ |
| Q1 2026 | 93 | $1.3B | CNH, IONS, KOF, BRK.A, GOOGL |
| Q4 2025 | 96 | $1.2B | IONS, CNH, KOF, BRK.A, GOOGL |
| Q3 2025 | 97 | $1.2B | IONS, CNH, BRK.A, KOF, GOOGL |
| Q2 2025 | 91 | $1.1B | CNH, KOF, IONS, BRK.A, GOOGL |
| Q1 2025 | 59 | $1.1B | CNH, BRK.A, KOF, GOOGL, IONS |
| Q4 2024 | 43 | $1.5B | BRK.A, CNH, JNJ, GOOGL, FMC |
| Q3 2024 | 43 | $2.1B | BRK.A, GOOGL, FMC, JNJ, CNH |
| Q2 2024 | 44 | $2.2B | BRK.A, GOOGL, FMC, JNJ, IONS |
| Q1 2024 | 45 | $2.1B | BRK.A, GOOGL, JNJ, FMC, IONS |